Address your multi-faceted investment needs
As a high-income
To help navigate the complexities of your status, we can help by providing automatic share plans and discretionary investment management.
We can provide assistance exercising employee stock options and help to diversify your holdings in other investments to help reduce risk, or simply to access funds to finance your lifestyle needs
In addition, we can help set up and manage the investments with a Retirement Compensation Agreement (RCA), which can provide you with supplemental pension benefits beyond the permitted RRSP maximums.
Private Banker International Global Wealth Awards 2018
2018 Euromoney Private Banking and Wealth Management Survey